Rocco Berardi

Financial Services Representative

My goal is to help you make informed decisions about issues that affect your financial well being so you can be prepared for the unexpected in life.

Whether it's achieving financial freedom or planning for your children and granchildrens education, Lee, Nolan & Koroghlian, LLC offers a wide range of products that can help you prepare for these goals.  I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.

  I look forward to hearing from you.


Rocco

 

 

View our Customer Relation Summary with this hyperlink:

 

https://compass.massmutual.com/api/public/assets/file/blt3e72bd07ab10cfcb

 

 

Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

  • Small Businesses Could Face Borrowing Challenges

    Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.

More NewsLetters →

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.  Supervisory office address:  250 Pehle Avenue, Suite 405, Saddle Brook, NJ  07663, 973-237-0100   CRN202511-3337905

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